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Manager of Strategic Finance

Manager of Strategic Finance

PatientIQChicago, IL, US
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Location :  Chicago, hybrid

Reports to :  Director of Finance

Department :  Finance

About PatientIQ

PatientIQ is a fast-growing healthcare technology company on a mission to improve patient outcomes through smarter, data-driven care. We work with healthcare providers, life sciences organizations, and research institutions to transform clinical insights into action. As we scale, we are investing in strong operational infrastructure to enable consistent, predictable growth across the commercial organization.

Role Overview

We are looking for a Manager of Strategic Finance to lead our financial planning, analysis, and strategic initiatives. This role will be a key partner to PatientIQ’s leadership team, driving financial insights and operational efficiencies to support our next stage of growth. You will own financial modeling, performance analysis, and capital planning while providing strategic recommendations that directly influence company-wide decision-making.

This is a hybrid role and will require you to be onsite in Chicago on a weekly basis.

What You’ll Do

  • Financial Planning & Analysis (FP&A) : Develop and maintain financial models, forecasts, and dashboards to support strategic decision-making.
  • Strategic Decision Support : Provide data-driven insights to leadership on revenue growth, cost optimization, and capital allocation.
  • Budgeting & Forecasting : Lead annual budgeting processes, scenario planning, and ongoing forecasts in collaboration with department heads.
  • Revenue & Growth Strategy : Partner with the sales, marketing, and product teams to analyze customer acquisition costs, lifetime value, and pricing strategies.
  • Operational Efficiency : Identify opportunities for process improvements, automation, and financial discipline across the company.
  • Investor & Board Reporting : Prepare financial presentations and analyses for the executive team, investors, and board meetings.
  • M&A & Partnerships : Support financial due diligence and modeling for potential acquisitions and strategic partnerships.

Requirements

What You Bring

  • 5+ years of experience in FP&A, corporate finance, investment banking, or strategy consulting, ideally in healthcare technology, SaaS, or private equity-backed companies.
  • Deep expertise in financial modeling, forecasting, and strategic planning.
  • Strong analytical and problem-solving skills, with the ability to translate complex data into actionable insights.
  • Experience partnering with executive leadership on financial and operational strategy.
  • Proficiency in financial systems, Excel, and business intelligence tools (e.g., Tableau, Looker, Metabase).
  • A proactive, detail-oriented, and execution-focused mindset, comfortable working in a fast-paced and evolving environment.
  • Bachelor's degree in finance, economics, business, or a related field.

    • Benefits

  • Great Benefits  - top-notch health, dental and vision insurance. Additional perks available including 401K.
  • We are Mission Driven  - our team is motivated to solve complex problems, drive medicine forward, and ultimately improve patient outcomes.
  • True Idea Meritocracy  - great ideas win out. We encourage all team members to challenge the status quo because our mission demands this.
  • Flexible Time Off  - we trust you to take the time you need when you feel it is appropriate, given your workload and responsibilities. No need to track it or save up.
  • World-Class Team  - we’re at the top of our industry because of our employees. They’re the best investment we can make, and we never forget that.
  • Fast Growing  - we are building the largest platform for healthcare providers, industry partners, researchers, and others to collaborate on the mission to improve patient outcomes.
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